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May 24:NexGen Breaking into the Financial Planning Industry

May 24:NexGen Breaking into the Financial Planning Industry

by Kristin Beane | May 18, 2022 | Community News, FPANE News, Home Page Features

Join us for this interactive, virtual, panel discussion on Breaking into the Financial Planning Industry.  Featuring… Marguerita (Rita) Cheng – Certified Financial Planner® Chief Executive Officer at Blue Ocean Global Wealth. Justin Green – CFP®,...
May 11: BCBS MA Wellness Series: Planning for Medicare

May 11: BCBS MA Wellness Series: Planning for Medicare

by Kristin Beane | Apr 1, 2022 | Community News, FPANE News, Home Page Features

Planning for Medicare with Susan Flanagan of BCBS MA Are you reaching out to your clients as they approach age 65? This is the time many people have questions about Medicare. When should they enroll, what happens if they continue to work, what are the options once...
March 30: Wicked Tech Talks: Cybersecurity & Compliance Panel

March 30: Wicked Tech Talks: Cybersecurity & Compliance Panel

by Kristin Beane | Feb 7, 2022 | Community News, FPANE News, Home Page Features

Please join us, March 30th at noon for the latest installment of Wicked Tech Talks as we discuss cybersecurity and compliance. We will cover the SEC’s proposed cyber rule, risk reduction strategies, and regulatory compliance on cybersecurity issues. Our panel of...
March 14: BCBS Wellness Series: Medicare & Coffee with Susan Flanagan of BCBS

March 14: BCBS Wellness Series: Medicare & Coffee with Susan Flanagan of BCBS

by Kristin Beane | Feb 1, 2022 | Community News, FPANE News, Home Page Features

Wellness Webinar: March 14th @ 9AM – Bring your morning cup of coffee to discuss all things Medicare with Susan Flanagan of BCBS. Event...
November 17: Changebridge Capital: Quantamental Investing

November 17: Changebridge Capital: Quantamental Investing

by Kristin Beane | Oct 26, 2021 | Community News, FPANE News, Home Page Features

Join us November 17th at 12 noon with our newest Platinum Partners from Changebridge- Ross Klein & Vincent Lorusso of Changebridge Capital, LLC They will be discussing combining the benefits of quantitative tools with fundamental analysis in portfolio management....
December 1: BCBS Wellness Series: Planning for Medicare: Countdown to 65

December 1: BCBS Wellness Series: Planning for Medicare: Countdown to 65

by Kristin Beane | Oct 21, 2021 | Community News, FPANE News, Home Page Features

Join Susan Flanagan to learn how Blue Cross Blue Shield of Massachusetts Planning for Medicare: Countdown to 65 This presentation is geared towards individuals approaching Medicare Eligibility. Topics covered include health insurance information outside of employer...
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Recent Posts

  • May 23: Mortgage Mondays with Mortgage Network
  • May 24:NexGen Breaking into the Financial Planning Industry
  • June 7: Women's Initiative Joint Summer Networking Reception
  • June 9-10: Wicked Good Talks - Falmouth, MA
  • The FPA Virtual Externship is back!

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